Jfs Wealth Advisors, LLC Purchases in Q4 2024

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
113K
+ 3.7%
$33.92 - $36.6 $3.84M - $4.14M
3.17M $110M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.89K
+ 3.28%
$370.24 - $418.94 $1.07M - $1.21M
90.9K $36.5M
MUB
Ishares National Muni Bond ETF

ETFs
30.6K
+ 6.58%
$105.78 - $108.7 $3.24M - $3.33M
496K $52.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.85K
+ 2.65%
$570.51 - $610.59 $1.06M - $1.13M
71.7K $42.2M
VTI
Vanguard Total Stock Market Et

ETFs
4.38K
+ 8.77%
$280.04 - $302.45 $1.23M - $1.32M
54.3K $15.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.07K
+ 10.52%
$567.81 - $607.81 $1.17M - $1.26M
21.7K $12.7M
GOOG
Alphabet Inc.

Communication Services
225
+ 0.89%
$163.08 - $198.16 $36.7K - $44.6K
25.6K $4.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10K
+ 1.46%
$61.68 - $67.87 $619K - $681K
699K $43.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
22.7K
+ 226.44%
$25.61 - $28.0 $582K - $636K
32.7K $846K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.28K
+ 3.12%
$113.92 - $127.38 $1.06M - $1.18M
307K $35.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
5.87K
New
$80.87 - $87.69 $475K - $515K
5.87K $477K
FTV
Fortive Corp

Technology
6.18K
+ 4321.68%
$71.16 - $79.68 $440K - $492K
6.32K $474K
SHV
Ishares Tr

ETFs
4.09K
+ 463.15%
$109.92 - $110.57 $449K - $452K
4.97K $546K
DG
Dollar General Corp

Consumer Defensive
5.14K
+ 3727.54%
$73.27 - $84.47 $377K - $435K
5.28K $400K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.36K
+ 3.6%
$50.37 - $50.6 $472K - $474K
270K $13.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.53K
+ 34.54%
$74.5 - $78.37 $412K - $433K
21.5K $1.61M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.91K
+ 56.03%
$46.07 - $48.17 $365K - $381K
22K $1.02M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.98K
+ 7.78%
$134.53 - $150.65 $535K - $599K
55.1K $7.46M
VHT
Vanguard Health Care ETF

ETFs
1.32K
+ 222.3%
$250.81 - $283.3 $330K - $373K
1.91K $484K
QQQ
Invesco Qqq Trust, Series 1

ETFs
198
+ 2.35%
$481.22 - $538.17 $95.3K - $107K
8.62K $4.41M
NVDA
Nvidia Corp

Technology
700
+ 4.59%
$117.0 - $148.88 $81.9K - $104K
15.9K $2.14M
PLTR
Palantir Technologies Inc.

Technology
713
+ 11.78%
$36.46 - $82.38 $26K - $58.7K
6.77K $511K
IWM
Ishares Russell 2000 ETF

ETFs
1.16K
+ 4.29%
$216.13 - $242.4 $250K - $280K
28.2K $6.22M
GS
Goldman Sachs Group Inc

Financial Services
36
+ 1.27%
$486.1 - $608.57 $17.5K - $21.9K
2.88K $1.65M
XLF
Financial Sector Spdr

ETFs
117
+ 0.16%
$44.89 - $51.34 $5.25K - $6.01K
72.6K $3.51M
VDE
Vanguard Energy ETF

ETFs
1.58K
+ 126.16%
$116.67 - $136.78 $184K - $216K
2.83K $342K
AVGO
Broadcom Inc.

Technology
179
+ 7.26%
$159.67 - $250.0 $28.6K - $44.8K
2.65K $613K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.42K
+ 18.11%
$44.87 - $46.86 $243K - $254K
35.4K $1.59M
IYW
Ishares Dj Us Tech ETF

ETFs
257
+ 1.62%
$148.14 - $166.23 $38.1K - $42.7K
16.1K $2.57M
LRGF
Ishares Tr

ETFs
1.04K
+ 1.7%
$58.25 - $63.26 $60.6K - $65.8K
62.3K $3.76M
XLRE
Select Sector Spdr Tr Real Est

ETFs
13.2K
+ 13.33%
$40.06 - $45.21 $530K - $599K
113K $4.58M
IEMG
Ishares Inc

ETFs
2.59K
+ 0.91%
N/A
287K $15.4M
BA
Boeing CO

Industrials
196
+ 5.0%
$138.14 - $180.72 $27.1K - $35.4K
4.12K $728K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.85K
New
$65.31 - $74.15 $121K - $137K
1.85K $125K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
876
+ 2.02%
$49.03 - $53.35 $43K - $46.7K
44.2K $2.26M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.62K
+ 18.58%
$26.16 - $28.82 $199K - $219K
48.6K $1.27M
IEF
Ishares Barclays

ETFs
1.18K
New
$92.08 - $98.18 $109K - $116K
1.18K $109K
AZN
Astrazeneca PLC

Healthcare
1.95K
+ 82.38%
$63.2 - $79.58 $123K - $155K
4.33K $283K
PNC
Pnc Financial Services Group, Inc.

Financial Services
70
+ 0.68%
$178.39 - $215.0 $12.5K - $15.1K
10.4K $2.01M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.33K
+ 32.54%
$99.04 - $109.59 $132K - $146K
5.41K $538K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.89K
+ 2.06%
$90.66 - $99.46 $172K - $188K
93.7K $8.52M
PAVE
Global X Fds Us Infrastructure

ETFs
2.48K
+ 7.67%
$40.41 - $45.95 $100K - $114K
34.7K $1.4M
WULF
Terawulf Inc.

Financial Services
5K
+ 11.11%
$3.82 - $8.82 $19.1K - $44.1K
50K $283K
HYMU
Blackrock ETF Tr Ii High Yield
3.41K
+ 42.58%
$22.59 - $23.2 $76.9K - $79K
11.4K $258K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
150
+ 7.24%
$417.69 - $450.94 $62.7K - $67.6K
2.22K $945K
ARGT
Global X Msci Argentina ETF

ETFs
816
New
$66.16 - $88.28 $54K - $72K
816 $67K
C
Citigroup Inc

Financial Services
502
+ 12.36%
$61.31 - $72.5 $30.8K - $36.4K
4.56K $321K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.03K
New
$58.39 - $67.04 $60.3K - $69.2K
1.03K $65K
COP
Conocophillips

Energy
702
+ 106.53%
$95.12 - $114.72 $66.8K - $80.5K
1.36K $134K
Activity Summary
Buys All Purchases 666 New Holdings 62 Increased Positions 604 Sells All Sells 523 Reductions 523 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email